Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $458,047 | $102,422+347.2% | $147,117+211.3% | $80,959+465.8% |
| Participation rate | 91.4% | 75.9%+15.5pp | 82.2%+9.2pp | 67.7%+23.7pp |
| Annual return | 13.72% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $42,779 | $3,717+1050.8% | $4,932+767.3% | $2,757+1451.5% |
| Participant deferral / active EE | $11,774 | $6,652+77.0% | $8,065+46.0% | $4,300+173.8% |
| Admin fee / account holder | $43,364 | $7,953+445.2% | $12,993+233.8% | $6,925+526.2% |